Civic Intelligence

Freehold Capital Management LLC

Plan context: Freehold Capital Management LLC 401(K) Plan

EIN 46-2167345 • Boston, MA • 10 filings • 1 plans

500 Boylston StreetSuite 2010Boston, MA 02116
Current Snapshot

Latest Year

2024

2024 Participants

44

2024 Assets

$7,431,212

2024 Contributions

$735,098

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$7,431,212$3,715,606$0201520202024YearValue
$7,431,212Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

66330201520202024YearValue
44Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024144$7,431,212$735,098$16,707iApproximate average salary by contribution assumption: employee only about $417,669 at 4% or $278,446 at 6%; with 50% employer match about $278,446 at 4% or $185,631 at 6%; with 100% employer match about $208,835 at 4% or $139,223 at 6%.
Freehold Capital Management LLC 401(K) Plan-44$7,431,212$735,098$16,707iApproximate average salary by contribution assumption: employee only about $417,669 at 4% or $278,446 at 6%; with 50% employer match about $278,446 at 4% or $185,631 at 6%; with 100% employer match about $208,835 at 4% or $139,223 at 6%.
2023164$6,517,085$697,192$10,894iApproximate average salary by contribution assumption: employee only about $272,341 at 4% or $181,560 at 6%; with 50% employer match about $181,560 at 4% or $121,040 at 6%; with 100% employer match about $136,170 at 4% or $90,780 at 6%.
Freehold Capital Management LLC 401(K) Plan-64$6,517,085$697,192$10,894iApproximate average salary by contribution assumption: employee only about $272,341 at 4% or $181,560 at 6%; with 50% employer match about $181,560 at 4% or $121,040 at 6%; with 100% employer match about $136,170 at 4% or $90,780 at 6%.
2022166$5,250,140$733,434$11,113iApproximate average salary by contribution assumption: employee only about $277,816 at 4% or $185,211 at 6%; with 50% employer match about $185,211 at 4% or $123,474 at 6%; with 100% employer match about $138,908 at 4% or $92,605 at 6%.
Freehold Capital Management LLC 401(K) Plan-66$5,250,140$733,434$11,113iApproximate average salary by contribution assumption: employee only about $277,816 at 4% or $185,211 at 6%; with 50% employer match about $185,211 at 4% or $123,474 at 6%; with 100% employer match about $138,908 at 4% or $92,605 at 6%.
2021161$5,744,491$1,353,645$22,191iApproximate average salary by contribution assumption: employee only about $554,773 at 4% or $369,848 at 6%; with 50% employer match about $369,848 at 4% or $246,566 at 6%; with 100% employer match about $277,386 at 4% or $184,924 at 6%.
Freehold Capital Management LLC 401(K) Plan-61$5,744,491$1,353,645$22,191iApproximate average salary by contribution assumption: employee only about $554,773 at 4% or $369,848 at 6%; with 50% employer match about $369,848 at 4% or $246,566 at 6%; with 100% employer match about $277,386 at 4% or $184,924 at 6%.
2020155$3,899,776$614,775$11,178iApproximate average salary by contribution assumption: employee only about $279,443 at 4% or $186,295 at 6%; with 50% employer match about $186,295 at 4% or $124,197 at 6%; with 100% employer match about $139,722 at 4% or $93,148 at 6%.
Freehold Capital Management LLC 401(K) Plan-55$3,899,776$614,775$11,178iApproximate average salary by contribution assumption: employee only about $279,443 at 4% or $186,295 at 6%; with 50% employer match about $186,295 at 4% or $124,197 at 6%; with 100% employer match about $139,722 at 4% or $93,148 at 6%.
2019139$2,878,682$475,772$12,199iApproximate average salary by contribution assumption: employee only about $304,982 at 4% or $203,321 at 6%; with 50% employer match about $203,321 at 4% or $135,548 at 6%; with 100% employer match about $152,491 at 4% or $101,661 at 6%.
Freehold Capital Management LLC 401(K) Plan-39$2,878,682$475,772$12,199iApproximate average salary by contribution assumption: employee only about $304,982 at 4% or $203,321 at 6%; with 50% employer match about $203,321 at 4% or $135,548 at 6%; with 100% employer match about $152,491 at 4% or $101,661 at 6%.
2018143$2,143,640$439,477$10,220iApproximate average salary by contribution assumption: employee only about $255,510 at 4% or $170,340 at 6%; with 50% employer match about $170,340 at 4% or $113,560 at 6%; with 100% employer match about $127,755 at 4% or $85,170 at 6%.
Freehold Capital Management LLC 401(K) Plan-43$2,143,640$439,477$10,220iApproximate average salary by contribution assumption: employee only about $255,510 at 4% or $170,340 at 6%; with 50% employer match about $170,340 at 4% or $113,560 at 6%; with 100% employer match about $127,755 at 4% or $85,170 at 6%.
2017141$1,930,666$447,710$10,920iApproximate average salary by contribution assumption: employee only about $272,994 at 4% or $181,996 at 6%; with 50% employer match about $181,996 at 4% or $121,331 at 6%; with 100% employer match about $136,497 at 4% or $90,998 at 6%.
Freehold Capital Management LLC 401(K) Plan-41$1,930,666$447,710$10,920iApproximate average salary by contribution assumption: employee only about $272,994 at 4% or $181,996 at 6%; with 50% employer match about $181,996 at 4% or $121,331 at 6%; with 100% employer match about $136,497 at 4% or $90,998 at 6%.
2016141$1,255,333$409,569$9,989iApproximate average salary by contribution assumption: employee only about $249,737 at 4% or $166,491 at 6%; with 50% employer match about $166,491 at 4% or $110,994 at 6%; with 100% employer match about $124,869 at 4% or $83,246 at 6%.
Freehold Capital Management LLC 401(K) Plan-41$1,255,333$409,569$9,989iApproximate average salary by contribution assumption: employee only about $249,737 at 4% or $166,491 at 6%; with 50% employer match about $166,491 at 4% or $110,994 at 6%; with 100% employer match about $124,869 at 4% or $83,246 at 6%.
2015130$819,339$865,358$28,845iApproximate average salary by contribution assumption: employee only about $721,132 at 4% or $480,754 at 6%; with 50% employer match about $480,754 at 4% or $320,503 at 6%; with 100% employer match about $360,566 at 4% or $240,377 at 6%.
Freehold Capital Management LLC 401(K) Plan-30$819,339$865,358$28,845iApproximate average salary by contribution assumption: employee only about $721,132 at 4% or $480,754 at 6%; with 50% employer match about $480,754 at 4% or $320,503 at 6%; with 100% employer match about $360,566 at 4% or $240,377 at 6%.